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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Approve a Change Order (Client View)

Approve a Change Order (Client View)

Open the change order link shared by the contractor. Wait for the change order details to load.

Watch the demo (6.8 seconds)

Read transcript · Download captions

Overview

Open the change order link shared by the contractor. Wait for the change order details to load. Click the approve button to start signing the change order. Wait for the signature dialog to appear. Type your full name to authorize the change order. Submit the signature to approve the change order. Confirm the change order is now marked as approved. Verify the signed-by attribution is displayed.

Steps: 11 · Time to complete: ~6.8 seconds · Difficulty: hard

Prerequisites

  • Access to the Approve a Change Order (Client View) feature.

Steps

Step 1 — Navigate to /view/change-order/demo-token · 0:00

Open the change order link shared by the contractor.

Step 1: Open the change order link shared by the contractor.

▶ Watch this step · Try it →

Step 2 — Wait for text="Reason" · 0:03

Wait for the change order details to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: change-order-review · 0:00

Screenshot: change-order-review.

▶ Watch this step

Step 4 — Click button:has-text("Approve") · 0:00

Click the approve button to start signing the change order.

▶ Watch this step · Try it →

Step 5 — Wait for text="Sign" · 0:00

Wait for the signature dialog to appear.

▶ Watch this step · Try it →

Step 6 — Type into input[name="name"] · 0:00

Type your full name to authorize the change order.

▶ Watch this step · Try it →

Step 7 — Screenshot: signature-dialog · 0:00

Screenshot: signature-dialog.

▶ Watch this step

Step 8 — Click button:has-text("Sign") · 0:00

Submit the signature to approve the change order.

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Step 9 — Wait for text="Approved" · 0:00

Confirm the change order is now marked as approved.

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Step 10 — Confirm text="Approved by" · 0:00

Verify the signed-by attribution is displayed.

▶ Watch this step · Try it →

Step 11 — Screenshot: change-order-approved · 0:00

Screenshot: change-order-approved.

▶ Watch this step

Expected outcome

Verify the signed-by attribution is displayed.

Assets

  • 📹 Full video — 6.8 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Change orders, signed in the browser
Clients can now review and approve change orders directly from a shared link — no PDFs, no email threads, no chasing signatures. Here's why we built it.
Read the post →